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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
676
Hillsdale Investment Management
Ontario, Canada
$570K +$226K +480 +69%
HDIM
677
Hanson & Doremus Investment Management
Vermont
$559K -$11.3K -24 -2%
CWP
678
Cyndeo Wealth Partners
Florida
$556K -$2.82K -6 -0.5%
VFA
679
Valeo Financial Advisors
Indiana
$555K +$303K +644 +130%
SC
680
Syon Capital
California
$551K +$532K +1,133 New
GLA
681
Great Lakes Advisors
Illinois
$551K +$31.5K +67 +6%
Koshinski Asset Management
682
Koshinski Asset Management
Illinois
$549K -$15.5K -33 -3%
SI
683
Symmetry Investments
Jersey
$548K +$59.2K +126 +13%
HT
684
Heritage Trust
Oklahoma
$546K +$32.4K +69 +7%
Impax Asset Management Group
685
Impax Asset Management Group
United Kingdom
$544K -$9.87K -21 -2%
IWC
686
Integrated Wealth Concepts
Massachusetts
$541K +$76.6K +163 +17%
NFG
687
Nations Financial Group
Iowa
$537K +$519K +1,104 New
I
688
InceptionR
California
$536K +$68.1K +145 +15%
Fayez Sarofim & Co
689
Fayez Sarofim & Co
Texas
$535K
LPT
690
Legacy Private Trust
Wisconsin
$532K +$514K +1,093 New
LA
691
LVW Advisors
New York
$528K +$510K +1,086 New
PPP
692
Private Portfolio Partners
New Jersey
$525K -$1.41K -3 -0.3%
EH
693
Equitable Holdings
New York
$523K +$87.4K +186 +21%
ASN
694
Advisory Services Network
Georgia
$519K -$1.42M -3,029 -74%
WSTAM
695
Wilbanks Smith & Thomas Asset Management
Virginia
$517K +$227K +484 +84%
HR
696
Howe & Rusling
New York
$510K +$1.88K +4 +0.4%
MWM
697
Mission Wealth Management
California
$508K -$7.99K -17 -2%
LAM
698
Lingohr Asset Management
Germany
$507K
SC
699
Sierra Capital
Florida
$507K +$490K +1,043 New
STA
700
Summit Trail Advisors
New York
$507K +$145K +308 +42%